Summer Wealth Management Analyst

jordanparkgroup; New York (NY); On-site; USD 34,000 - 48,000; Full time

Job summary

Jordan Park's Summer Financial Analyst Program is a nine-week experience designed to provide rising college seniors with hands-on exposure to wealth management and the opportunity to learn how we advise and serve clients.

Summer Analysts work alongside professionals across Jordan Park on meaningful client, investment and strategic projects while developing the analytical, technical and professional skills required to succeed in wealth management.

Qualifications

• Rising senior pursuing a bachelor's degree, graduating in 2028.
• Strong curiosity and judgment; able to approach problems methodically.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.
• Interest in wealth management and client service.
• Ability to contribute to cross-functional projects.

Responsibilities

• Support investment, portfolio and financial analysis, including asset allocation research, scenario modeling, wealth projections and other client-specific analyses
• Partner with Financial Analysts and team members on client reporting and day-to-day client service
• Contribute to cross-functional projects to improve client experience and internal processes
• Prepare and review client-facing presentations and analyses with high accuracy
• Develop financial tools and resources for client or internal use
• Leverage AI and emerging technologies to identify process improvements while applying sound judgment

Skills

Analytical thinking

Problem solving

Learning agility

Independent thinking

Communication skills

Education

Bachelor's degree candidate

Tools

Microsoft Office

Excel

PowerPoint

Job description

Jordan Park's Summer Financial Analyst Program is a nine-week experience designed to provide rising college seniors with hands-on exposure to wealth management and the opportunity to learn how we advise and serve clients.

Summer Analysts work alongside professionals across Jordan Park on meaningful client, investment and strategic projects while developing the analytical, technical and professional skills required to succeed in wealth management.